Sawgrass Asset Management’s Evercore EVR Stock Holding History

Sawgrass Asset Management’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-18,480	Closed	-$1.86M	–	214
2018 Q3	$1.86M	Sell	18,480 -9,740	-35%	-$1.05M	0.08%	96
2018 Q2	$2.98M	Buy	28,220 +6,560	+30%	+$677K	0.13%	68
2018 Q1	$1.89M	Buy	21,660 +2,120	+11%	+$200K	0.09%	97
2017 Q4	$1.76M	Buy	19,540 +10,345	+113%	+$863K	0.08%	96
2017 Q3	$738K	Buy	9,195 +5,780	+169%	+$435K	0.04%	121
2017 Q2	$241K	Buy	+3,415	New	+$248K	0.01%	190

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sawgrass Asset Management's EVR Position: Q4 2018 in Review

Sawgrass Asset Management sold out of Evercore (EVR) in Q4 2018, closing a stake of 18,480 shares — an estimated $1.86M sold.

Sawgrass Asset Management first reported a position in EVR in Q2 2017 and held it in 6 quarters. The position peaked at $2.98M in Q2 2018. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

Sawgrass Asset Management reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
Sawgrass Asset Management sold 18,480 Evercore shares in Q4 2018, an estimated $1.86M.
Sawgrass Asset Management first reported a position in Evercore in Q2 2017 and held it in 6 quarters.
Sawgrass Asset Management's Evercore position peaked at $2.98M in Q2 2018.
333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Sawgrass Asset Management's 13F filing for Q4 2018, filed 1 Feb 2019.